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开局“十五五” 奋斗正当时|扬帆海外,山东新能源船企何以致远
Qi Lu Wan Bao· 2026-01-20 00:33
齐鲁晚报·齐鲁壹点 孔茜 通讯员 马辉 冯劲舸 新年伊始,位于济宁白马河畔的山东新能船业厂区内便涌动着全球合作的热潮,北美、欧洲多批国际航 运企业客户接踵而至,实地考察并深化合作对接。随着一批批订单相继敲定,山东新能船业成功敲开北 美市场大门,更为深耕欧洲市场奠定坚实基础。 当前,全球造船业正处于绿色智能转型的"超级周期",在政策引领、技术升级与产业迭代的叠加效应 下,船舶产业向"绿"而行、向"智"而进已成为不可逆转的大势。近年来,山东将内河航运上升为省级战 略,明确济宁"北方内河航运中心"城市定位。不临江、不靠海的内陆城市,究竟如何能让船舶漂洋过海 远赴海外? 4天敲定 两个大洲海外订单 1月上旬,济宁白马河畔的山东新能船业厂区内,多批国际客户接踵而至,短短4天内接连敲定两大洲订 单。1月11日,加拿大客户团队在完成对生产流程、研发中心及质控体系的全链条考察后,与新能船业 就13艘新能源船舶订购意向达成关键共识,明确首批两艘定制化船舶订单。这一订单不仅是企业深耕北 美市场的"破冰之作",更标志着中国新能源船舶技术获得极寒地区应用的认可。这批订单船舶需耐 受-30℃至-40℃的极端环境,核心挑战在于保证船体钢 ...
广州明确“十五五”新增长极:锚定AI、海洋与生物医药破局
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-20 00:18
1月19日,广州市第十六届人民代表大会第六次会议开幕,广州市市长孙志洋向大会作政府工作报告。 今年的市政府工作报告在延续"12218"现代化产业体系总体框架下,首次极为明确地提出聚焦人工智 能、海洋经济、生物医药三大产业,并将其分别定位为"制胜赛道""战略赛道"和"决胜赛道"。 这在往年政府工作报告中鲜有出现,背后则是广州经济发展进入新阶段的必然逻辑。过去五年,广州固 定资产投资稳居全省第一,社会消费品零售总额跨越1.1万亿元,商品出口增速领跑全省。自然指数科 研城市排名升至全球第六、GaWC世界城市名册跻身全球一线城市行列。 这些指标变化揭示了一个趋势:广州的竞争力,正在从传统要素驱动,加速转向科技创新与高端产业驱 动。6个产值超千亿元的先进制造业集群、48款备案人工智能大模型、超过2200亿元的生物医药产业营 收,是广州实力的一角;而报告提到的"动能转换接续还需提速""科技成果转化存在卡点"则指明了未来 还需发力的方向。 强调发展人工智能、海洋产业、生物医药三大产业,体现了广州在国家战略与自身优势交叉点上寻找增 长极的系统思维,也是城市对发展质量与动能的更深层次要求。在"十五五"开局之年2026年,广州将 ...
世界见证中国经济“顶压前行”的韧性
Xin Lang Cai Jing· 2026-01-19 15:07
Core Insights - China's GDP exceeded 140 trillion yuan in 2025, achieving a year-on-year growth of 5.0%, demonstrating the resilience of the Chinese economy amid complex global conditions [1][2] - The successful attainment of China's economic growth target reflects high-level policy formulation and strong execution capabilities [1] - The "14th Five-Year Plan" has seen a remarkable achievement with GDP reaching new milestones of 110 trillion, 120 trillion, 130 trillion, and 140 trillion yuan [1] Economic Performance - The past year was marked by significant challenges, including intensified global trade frictions and geopolitical conflicts, yet China managed to achieve both "quantitative leaps" and "qualitative improvements" in its economy [1][3] - The resilience of the Chinese economy is rooted in a solid industrial system and scientific macroeconomic policies [3] - The primary industry grew by 3.9%, the secondary industry by 4.5%, and the tertiary industry led with a growth rate of 5.4%, contributing significantly to GDP [3] Innovation and Global Contribution - China's economic innovation and practical efforts are becoming a rare certainty in the uncertain global economic landscape [4] - Major innovations, such as the Tianwen-1 probe and advancements in high-speed trains and aircraft, highlight China's commitment to technological self-reliance [4] - The data indicates that by the end of 2025, the number of cars per hundred households in China reached 52.9, reflecting a growing consumer market [4] Future Outlook - As China enters the "15th Five-Year Plan," the economy is expected to continue demonstrating resilience and vitality, providing a stable direction for the global economy [5] - The unique resilience and vitality of the Chinese economy send a clear signal of "using its own certainty to counter global uncertainties" [5]
青锋行动|中船集团六〇四院10800车双燃料汽车运输船青年突击队
Xin Lang Cai Jing· 2026-01-19 14:04
Core Insights - The article highlights the achievements of the youth task force at China Shipbuilding Group, showcasing their innovative contributions to the development of the 10,800-car dual-fuel PCTC, which addresses the challenges faced by China's automotive export industry [1][6] Group 1: Project Overview - The youth task force, with an average age of 35, is focused on developing the 10,800-car dual-fuel PCTC, which currently has a mere 4% share of the global capacity needed to support China's leading position in new energy vehicle production [1] - The team aims to create a PCTC that is technically advanced, energy-efficient, and capable of carrying the largest number of vehicles globally, thereby supporting the "national ship, national transport" initiative [1] Group 2: Innovation and Design Challenges - The team has made significant breakthroughs in green ship design, including the integration of advanced LNG dual-fuel propulsion systems and the preliminary design for ammonia and methanol fuel systems, contributing to China's carbon neutrality goals [3] - They faced challenges in integrating complex alternative energy systems into the ship's design, leading to a fundamental redesign approach that optimized space and system integration [3] Group 3: Quality Assurance and Efficiency - The team implemented a "staggered drawing" method to manage construction pressures, improving overall design efficiency by approximately 12% while ensuring timely delivery of all design documents [4] - They achieved a 98% first-time approval rate for key technical indicators, reflecting a commitment to quality and safety in ship design [4] Group 4: Team Dynamics and Knowledge Transfer - The youth task force emphasizes the importance of knowledge transfer, with experienced members mentoring younger colleagues, leading to the development of automated software that enhances design efficiency [5] - The collaborative spirit within the team fosters a supportive environment, enabling them to tackle complex challenges together [5] Group 5: Market Impact and Recognition - The youth task force has established a PCTC design system with complete independent intellectual property rights, capturing a 60% market share in global PCTC design and generating over $3.7 billion in orders for Chinese shipyards [6] - Their flagship project, the 10,800-car dual-fuel PCTC, achieved a record single order of 20 vessels, marking a significant milestone in the industry [6]
锚定“头号工程”,济宁擘画制造业强市新蓝图
Qi Lu Wan Bao· 2026-01-19 13:56
Core Insights - Jining's 2026 government work report emphasizes the "No. 1 project" aimed at breaking through the industrial economy, reflecting a strong focus on the real economy and manufacturing [1][3] - The strategy involves a systemic innovation that aims to reshape the city's growth model by building a modern industrial system centered on advanced manufacturing [3] - Key initiatives include enhancing industrial chains, upgrading traditional industries, and developing emerging sectors, which are crucial for establishing a competitive industrial identity for Jining [3][4] Group 1 - The "No. 1 project" signifies a profound restructuring of development logic, moving away from traditional growth models to enhance urban competitiveness [3] - Jining aims to achieve a comprehensive rise in industrial value chains through focused measures such as "focusing on advantages, strengthening chains, and ecological empowerment" [1][4] - The emphasis on "greater intensity" highlights the urgency and strength of execution in the implementation of the strategy [3] Group 2 - By the end of 2025, the Shandong Times New Energy Battery Base is expected to produce 22.5 GWh of batteries, generating a revenue of 8 billion yuan and an export value of 1.35 billion yuan [4] - The establishment of a new energy vehicle production line at the Great Wall Heavy Industry headquarters has already received an order for 1,000 vehicles, indicating strong market demand [4] - The initiatives for upgrading traditional industries and developing new sectors are seen as essential for driving industrial growth and transformation in Jining [4][5] Group 3 - Jining's industrial park and modern service industry strategies aim to create stronger and more specialized incubation platforms, enhancing the overall industrial ecosystem [5] - The "1+15+N" park layout optimization and resource concentration policies are designed to support the development of research and design, as well as headquarters economy [5] - The ultimate goal is to foster a complete and smoothly functioning industrial ecosystem that supports the growth of enterprises [5]
宁波远洋:新加坡纬航已签署4份集装箱船建造三方合同
Ge Long Hui· 2026-01-19 09:47
同时,根据公司投资建造船舶项目公开招标结果并与中标单位的磋商沟通,新加坡纬航已与中船黄埔文 冲船舶有限公司、中国船舶工业贸易有限公司签署了4份集装箱船建造三方合同,每份合同标的为1艘 4300TEU(56,700载重吨)集装箱船,每份合同金额为4.098亿元跨境人民币,4份合同总金额为16.392 亿元跨境人民币。 格隆汇1月19日丨宁波远洋(601022.SH)公布,截至本公告披露日,公司已就通过现有全资子公司宁波远 洋(新加坡)有限公司投资设立新加坡纬航事项取得宁波市商务局颁发的《企业境外投资证书》(境外 投资证第N3302202500580号)和宁波市发展和改革委员会下发的《境外投资项目备案通知书》(甬发 改开放〔2025〕776号),项目总投资额为17亿元人民币。新加坡纬航已完成新加坡当地的注册登记手 续。 ...
宁波远洋(601022.SH):新加坡纬航已签署4份集装箱船建造三方合同
Ge Long Hui A P P· 2026-01-19 09:40
格隆汇1月19日丨宁波远洋(601022.SH)公布,截至本公告披露日,公司已就通过现有全资子公司宁波远 洋(新加坡)有限公司投资设立新加坡纬航事项取得宁波市商务局颁发的《企业境外投资证书》(境外 投资证第N3302202500580号)和宁波市发展和改革委员会下发的《境外投资项目备案通知书》(甬发 改开放〔2025〕776号),项目总投资额为17亿元人民币。新加坡纬航已完成新加坡当地的注册登记手 续。 同时,根据公司投资建造船舶项目公开招标结果并与中标单位的磋商沟通,新加坡纬航已与中船黄埔文 冲船舶有限公司、中国船舶工业贸易有限公司签署了4份集装箱船建造三方合同,每份合同标的为1艘 4300TEU(56,700载重吨)集装箱船,每份合同金额为4.098亿元跨境人民币,4份合同总金额为16.392 亿元跨境人民币。 ...
天海防务:公司防务装备板块已完成特种智能船艇、海上应急救援、水域安防监测等细分领域业务架构
Zheng Quan Ri Bao· 2026-01-19 09:39
证券日报网讯 1月19日,天海防务在互动平台回答投资者提问时表示,公司防务装备板块已完成特种智 能船艇、海上应急救援、水域安防监测等细分领域业务架构,具备产品研制、销售能力。特种无人船 艇、水域安防等相关产品已实现供货。详细的防务装备业务产品及经营情况请查阅公司的定期报告。未 来公司将持续关注行业及市场变化,积极拓展相关业务。 (文章来源:证券日报) ...
恒力重工签订总计6艘超大型油轮(VLCC)建造合同
Jin Rong Jie· 2026-01-19 07:49
Core Insights - Hengli Heavy Industry has successfully signed contracts for the construction of six Very Large Crude Carriers (VLCCs) with Greek shipping magnate DYNACOM and Norwegian shipping magnate FRONTLINE, set to commence at the beginning of 2026 [1] Company Summary - Hengli Heavy Industry has entered into agreements for the construction of a total of six VLCCs, indicating a significant expansion in its shipbuilding capabilities [1] - The contracts are with prominent players in the shipping industry, DYNACOM and FRONTLINE, which may enhance Hengli's reputation and market position [1]
传统产业以创新为“翼” 在“破”与“立”中重塑产业生态开辟百亿级新市场
Yang Shi Wang· 2026-01-19 02:30
Economic Growth and Industry Development - Yangzhou, located in central Jiangsu Province, has seen its economic total surpass two trillion yuan in the past five years, marking significant growth [1] - The city aims to achieve a GDP of one trillion yuan by the end of the 14th Five-Year Plan, focusing on cultivating new industrial clusters exceeding 100 billion yuan [23] New Materials Industry - A company in Yangzhou has developed ultra-high molecular weight polyethylene fibers, which are 15 times stronger than steel wire and only one-eighth the weight, suitable for various applications including defense and marine engineering [9][6] - The new materials industry cluster in Yangzhou is projected to reach a scale of 200 billion yuan by 2025, with high-tech enterprises exceeding 3,000 and emerging industries accounting for approximately 41% of industrial output [20] Shipbuilding Innovations - Yangzhou's shipbuilding sector is advancing with the construction of large methanol dual-fuel container ships, achieving significant milestones in domestic shipbuilding [25][26] - The shipbuilding industry is focusing on high-value vessels, with a target of 30% of new energy ship orders by 2025, and plans to establish 39 intelligent production lines by 2027 [30][28] Plush Toy Industry Evolution - The plush toy industry in Yangzhou has evolved into a complete industrial chain, integrating creative design, material research, and smart manufacturing, with a market share exceeding 30% in China and nearly 20% globally [40][41] - The industry is expected to surpass 30 billion yuan in output by 2025, driven by innovation and the rise of emotional consumption [41]